Luther King Capital Management (LKCM)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,916	Closed	-$238K	–	609
2025 Q1	$238K	Buy	+2,916	New	+$233K	﹤0.01%	549
2024 Q4	–	Sell	-3,049	Closed	-$253K	–	606
2024 Q3	$253K	Buy	3,049 +47	+2%	+$3.77K	﹤0.01%	550
2024 Q2	$230K	Buy	+3,002	New	+$229K	﹤0.01%	562
2019 Q1	–	Sell	-5,718	Closed	-$290K	–	530
2018 Q4	$290K	Buy	+5,718	New	+$310K	﹤0.01%	456
2016 Q2	–	Sell	-4,030	Closed	-$214K	–	534
2016 Q1	$214K	Sell	4,030 -285	-7%	-$14.5K	﹤0.01%	482
2015 Q4	$218K	Sell	4,315 -205	-5%	-$10.2K	﹤0.01%	494
2015 Q3	$213K	Sell	4,520 -30	-0.7%	-$1.46K	﹤0.01%	498
2015 Q2	$217K	Hold	4,550	–	–	﹤0.01%	520
2015 Q1	$222K	Sell	4,550 -85	-2%	-$4.17K	﹤0.01%	512
2014 Q4	$225K	Sell	4,635 -80	-2%	-$3.79K	﹤0.01%	519
2014 Q3	$213K	Buy	+4,715	New	+$211K	﹤0.01%	532
2013 Q3	–	Sell	-5,520	Closed	-$219K	–	700
2013 Q2	$219K	Buy	+5,520	New	+$225K	﹤0.01%	652

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Luther King Capital Management (LKCM)'s XLP Position: Q2 2025 in Review

Luther King Capital Management (LKCM) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 2,916 shares — an estimated $238K sold.

Luther King Capital Management (LKCM) first reported a position in XLP in Q2 2013 and held it in 12 quarters. The position peaked at $290K in Q4 2018. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Luther King Capital Management (LKCM) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 2,916 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $238K.
Luther King Capital Management (LKCM) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 12 quarters.
Luther King Capital Management (LKCM)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $290K in Q4 2018.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2025, filed 7 Aug 2025.